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Providing You with Peace of Mind

Our team of experienced attorneys focuses its practice in the areas of estate planning, trust and estate administration, and estate litigation throughout Minnesota and other select localities.  We understand that the estate planning and administration processes can present emotional and legal challenges, and that each individual and every situation is unique. Our estate planning attorneys offer peace of mind to clients by providing knowledgeable advice regarding estate planning and trust and estate administration matters in a straightforward manner.

A well-crafted estate plan accurately states your objectives and provides clear instructions on how to carry out your plan. We partner with our clients and their other trusted financial and business advisors to help implement their wishes and help make sure that the estate plan works as intended.

When a loved one passes, the process of administering the estate is often unfamiliar and daunting to the survivors. We help guide personal representatives, trustees and other fiduciaries though the trials, tribulations and challenges of an estate or trust administration.

We carefully listen to each client’s individual situation to identify and address areas of potential conflict when creating an estate plan or when assisting with the administration of an estate or trust. However, when conflict arises, our team is adept at aiding fiduciaries (trustees and personal representatives), beneficiaries and other interested individuals.

Our practice covers all key areas of estate planning and administration, including:

Felhaber Estate Planning & Administration Experience

Our estate planning attorneys have extensive experience in all aspects of estate planning, wealth transfer, business succession, estate administration and litigation in Minnesota and other venues. Our attorneys and paralegals offer a range of experience and expertise in the following areas:

ESTATE PLANNING

  • Creation of core estate planning documents: Wills, Revocable Trusts, Powers of Attorney and Health Care Directives
  • Planning for minor children
  • Charitable planning during life and at death
  • Vacation property and cabin ownership agreements
  • Pre-Marital and Post-Marital Agreements
  • Estate planning for non-U.S. citizens
  • Estate planning for same-sex and unmarried couples
  • Second marriages and blended families
  • Business succession planning for closely-held and family businesses
  • Planning for disabled beneficiaries
  • Supplemental and Special Needs Trusts

INCAPACITY PLANNING

  • Powers of Attorney
  • Health Care Directives
  • Revocable Trusts

WEALTH TRANSFER TAX PLANNING & TAX PREPARATION

  • Advanced Estate Planning such as Intentionally Defective Grantor Trusts (IDGT’s), Grantor Retained Annuity Trusts (GRAT’s) and Spousal Limited Access Trusts (SLAT’s)
  • Gift trusts
  • Life insurance trusts
  • Charitable trusts
  • Gift tax return preparation
  • Fiduciary Income Tax Return Preparation
  • Estate Tax Return Preparation
  • Tax dispute or controversy
  • State residency

ESTATE & TRUST ADMINISTRATION

  • Assisting with carrying out your estate plan wishes
  • Probate administrations
  • Decrees of Descent
  • Summary and Special Administrations
  • Ancillary probate administrations
  • Coordination of advisors including CPA, investment professionals and trustees
  • Estate Tax Return preparation and review
  • Representation of trustees for on-going irrevocable trusts
  • Fiduciary Income Taxes
  • Management and advice regarding distribution of assets
  • Estate and trust accountings
  • Beneficiary representation
  • Judicial and Non-Judicial Trust Modifications
  • Trust Decanting
  • Administration of court supervised trusts

BUSINESS SUCCESSION

  • Buy/sell agreements
  • Business succession options
  • Inter-family loans
  • Valuation discount planning
  • Minority interest gifts
  • Corporate governance of family and closely-held businesses

GUARDIANSHIP & CONSERVATORSHIP

  • Judicial appointment of Guardian or Conservator for incapacitated adults
  • Judicial appointment of Guardian or Conservator for minors
  • Financial Protective Orders
  • Conservatorship accountings
  • Guardian and conservator reports
  • Guardianship and Conservatorship disputes and litigation
  • Advice regarding Guardian or Conservator duties
  • Representation of individual and professional Conservators
  • Real estate sales by Conservator

Publications

  • Barbara Kristiansson was featured in the Minneapolis Star Tribune for her advice on “Planning Now for the Future of the Family Cabin.”
  • Three-Year Estate Planning Checklist
  • Postmortem Affairs: Take care of a loved one who has special needs with a special needs trust
  • Lifetime Gifts Are More Important Than Ever
  • Helping a Family Member in Need: Don’t let your intrafamily loan run afoul of the IRS

Tricia Cinker

Paralegal

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Family Businesses, Individual Estate Planning

Janice Clark

Paralegal

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Business Corporations and Organizations, Commercial Real Estate, Real Estate

Aaron S. Decker

Paralegal

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Closely Held Businesses, Health Care, Multiemployer Pension Funds

Thomas J. Doyle

Attorney

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Closely Held Businesses, Nonprofit and Tax-Exempt Organizations

Joshua C. Hillger

Attorney

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Family Businesses, Individual Estate Planning

Barbara M. Kristiansson

Attorney

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Family Businesses, Individual Estate Planning

Serena O’Neil

Attorney

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Closely Held Businesses, Health Care

Adam J. Rohne

Attorney

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Family Businesses, Individual Estate Planning

Randy J. Sparling

Attorney

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Banks and Financial Institutions, Brokers/Dealers, Medical Devices, Medical Technology

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